Remote Excel QA Lead: Spreadsheet Quality & Training

YO IT Consulting; San Antonio (TX); On-site; USD 55,000 - 96,000; Part time

Job summary

YO IT Consulting is seeking an experienced Excel Quality Assurance Lead for a remote hourly contractor role. You will oversee quality across AI training projects, review AI-generated formulas and spreadsheet workflows, and provide precise written feedback to ensure adherence to guidelines and client expectations.

This role entails evaluating formula correctness, data-analysis accuracy, and model clarity, while coordinating with trainers and QAs, onboarding contributors, and maintaining

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, Business, Data Analytics, Economics, Statistics, Operations, Information Systems or equivalent experience.
• 3+ years of professional experience using Excel for analysis, reporting, financial modeling, operations, BI, accounting, data cleaning, training, or spreadsheet QA.
• Strong understanding of formulas, functions, cell references, lookup logic, dynamic arrays, pivot tables, charts, conditional formatting, data validation, and spreadsheet modeling best practices.
• Familiarity with advanced Excel features such as XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, FILTER, SORT, UNIQUE, LET, LAMBDA, Power Query, Power Pivot, VBA/macros, Solver, and scenario modeling is preferred.

Responsibilities

• Spot-check Excel/spreadsheet items and provide feedback through DMs.
• Review AI-generated formulas, spreadsheet workflows, financial models, data-cleaning steps, pivot-table guidance, charts, and explanations.
• Communicate guideline changes and Excel-specific standards on Discord.
• Answer questions around formulas, references, lookup logic, dynamic arrays, pivot tables, Power Query, modeling assumptions, and rubric interpretation.
• DM inactive contributors and manage activation follow-ups.
• Create Excel documentation, style guides, examples, trackers, FAQs, honeypots, and onboarding materials.
• Run onboarding/training calls for Excel contributors.
• Flag misleading analysis, fragile spreadsheet logic, incorrect formulas, or risky business/financial assumptions.
• Improve QA processes based on recurring spreadsheet-quality gaps.

Skills

Excel expertise

Remote team leadership

QA feedback

Discord communication

Data analysis

Financial modeling

Pivot tables

Power Query

VBA/macros

Rubric-based review

English proficiency

Education

Bachelor’s or Master’s degree in Finance, Accounting, Business, Data Analytics, Economics, Statistics, Operations, Information Systems

Tools

Excel

Google Sheets

Discord

PM systems

Excel Online

Job description

YO IT Consulting is seeking an experienced Excel Quality Assurance Lead for a remote hourly contractor role. You will oversee quality across AI training projects, review AI-generated formulas and spreadsheet workflows, and provide precise written feedback to ensure adherence to guidelines and client expectations.

This role entails evaluating formula correctness, data-analysis accuracy, and model clarity, while coordinating with trainers and QAs, onboarding contributors, and maintaining